We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.88B -$201M -3,204,108 -3%
Bank of America
2
Bank of America
North Carolina
$4.24B +$16.7M +266,292 +0.4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.81B +$111M +1,763,340 +3%
Creative Planning
4
Creative Planning
Kansas
$2.16B -$23.8M -379,140 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.94B +$16.2M +258,648 +0.9%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.48B +$74.8M +1,192,020 +6%
UBS Group
7
UBS Group
Switzerland
$1.45B +$7.21M +114,796 +0.5%
RJA
8
Raymond James & Associates
Florida
$1.02B +$2.01M +32,068 +0.2%
Ameriprise
9
Ameriprise
Minnesota
$925M -$3.34M -53,252 -0.4%
LPL Financial
10
LPL Financial
California
$762M +$17.7M +281,332 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$742M -$851K -13,556 -0.1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$625M -$2.7M -42,940 -0.5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$594M -$5.89M -93,732 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$555M -$8.97M -142,932 -2%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$513M +$46.2M +735,580 +10%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$483M -$12.8M -203,228 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$391M +$8.51M +135,488 +2%
Mariner
18
Mariner
Kansas
$355M +$20.7M +329,148 +7%
JFG
19
JMG Financial Group
Illinois
$338M +$9.75M +155,216 +3%
AF
20
Allworth Financial
California
$337M +$9.63M +153,332 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$331M +$7.21M +114,768 +2%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$327M -$1.68M -26,828 -0.5%
BTCPP
23
Border to Coast Pensions Partnership
United Kingdom
$308M +$294M +4,679,632 New
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$248M +$236M +3,758,080 +23,488,000%
FCI
25
Financial Counselors Inc
Kansas
$220M +$4.48M +71,428 +2%